Omar Khan on Pursuing Financial Independence

Episode 11

On this Episode of Fulfillment Equation

While money isn’t everything, there is certainly a component of finding freedom that involves financial independence. In this week’s podcast, I am talking to Omar Khan, a leader in the financial services industry and co-owner of Theta Trading, a financial education company. As Omar says of financial independence: “It’s about putting yourself in a position to be able to own your own time and do what you want to do”. In our conversation we touch on the topics of financial literacy, how buying stuff doesn’t buy fulfillment, and the relationship between discipline and regret. Omar also gives practical tips and tricks on increasing your revenue and on teaching your kids financial literacy to prepare them for adulthood.

Finally, together we build Omar’s equation: 10W + 2g + 2k

About the Guest

Omar Khan’s career spans more than 20 years in financial services. Starting out in the brokerage arm of a Big Five Canadian bank, he quickly rose through the ranks of the industry to AVP in a widely known mutual fund company. He then shifted his focus, becoming a full-time real estate investor and derivatives trader. In 2019, Omar and his business partner and best friend, Matthew Todman, founded Theta Trading. Theta is a financial education company that has taught over 1500 people beginner to advanced trading techniques along with personal finance and investing concepts that he believes everyone should know. Omar is an entrepreneur, a real estate investor, a proud dad, and a passionate educator of financial literacy. You can reach Omar at omar@thetatradingco.com.

Transcript

Transcript coming soon

Foundations
Erin

The Foundations

These are the core concepts and practices that are essential for wholesome and fulfilling living.  Consider them the solid base as we explore how to develop your own unique equation and personal strategy.

Read More »
Podcast
Erin

Nancy Ho on Redefining Success and Fostering Fulfillment

In my final guest episode of Season 2, I’m chatting with Fulfillment guru, Nancy Ho, who joins us all the way from Singapore! Nancy’s work centres on what she has labeled as the “Professional Paradox”, which is the odd duality in which many people who are talented and (by all traditional measures) “successful”, often struggle to find personal fulfillment. How can this be? This episode is chock-full of wisdom on how to avoid happiness pitfalls and effectively guide yourself toward a stronger sense of fulfillment.

Read More »
Travel
Erin

How Our Family Travel Is Changing As Our Kids Grow

We’ve been doing “life travel” for five years now. When the kids were young, it seemed like they would be that way forever and we could travel using the same formula in perpetuity. All of a sudden we have a high school kid in the house with a tween close behind. In this article, I cover how we’ve evolved and adapted to continue to do life travel as our kids grow.

Read More »
Strategy
Erin

Step 4 (Your Personal Strategy): Checking In & Assessing Progress

We’ve created a bold vision, we’ve identified our pursuits, we’ve mapped a course of action and now it’s time to check in on occasion to reflect on where we’re at and make adjustments if needed. We’ll do this by assessing our vision, validating our strategy and refreshing our action plan. We’ll also discuss the sweet spot where your Unique Equation and Personal Strategy intersect! This is where long-lasting fulfillment resides.

Read More »